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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-10-10
  • OH RA
    APPROVED
    Since 2023-10-10

Branch Locations

2341 Crocker Rd, Westlake, OH 44145 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Westlake OH 12/2021 Present
Fifth Third Bank Cleveland OH 06/2021 11/2021
First Watch Canton OH 09/2019 06/2021
The J.M. Smucker Company Orrville OH 01/2019 08/2019
University Of Akron Akron OH 01/2018 05/2021
Swensons Drive In Restaurants Akron OH 11/2017 11/2018
Twisted Olive Green OH 05/2017 10/2017
Charles Schwab Bank, Ssb Westlake OH 03/2024 Present
Student Uniontown OH 04/2014 05/2017
  • 12/2021 → Present
    Westlake, OH
  • 06/2021 → 11/2021
    Fifth Third Bank
    Cleveland, OH
  • 09/2019 → 06/2021
    First Watch
    Canton, OH
  • 01/2019 → 08/2019
    The J.M. Smucker Company
    Orrville, OH
  • 01/2018 → 05/2021
    University Of Akron
    Akron, OH
  • 11/2017 → 11/2018
    Swensons Drive In Restaurants
    Akron, OH
  • 05/2017 → 10/2017
    Twisted Olive
    Green, OH
  • 03/2024 → Present
    Charles Schwab Bank, Ssb
    Westlake, OH
  • 04/2014 → 05/2017
    Student
    Uniontown, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-06
  • S66 Uniform Combined State Law Examination
    2023-10-06
Designations

View on SEC IAPD

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